Posteo
TBNG_OKX
#ETHStakingFlowsSplit ETH is creating a supply story that ETF flows alone don't capture 👀
Around 43.3M ETH, roughly 35% of supply, is now staked. BitMine alone has about 5.07M ETH locked for yield.
Meanwhile, ETH ETFs just swung from a $144M daily inflow to a ~$140M weekly outflow.
What caught my attention is the tension: ETF demand can change quickly, while staking removes liquidity more structurally.
For ETH, the next squeeze may be about available supply, not just new buyers.
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